Assign Actions to Other Managers

Peakon

Security:

Access to actions

Manage actions

Full access to the dashboard of another manager.

You can assign actions to the segments of managers that report to you. The action will display in the context of that manager's dashboard, and they will receive a notification when you add it.

When clicking on the action, it will display the name of the manager that created it, and the date they created it on. Additionally, in the

Usage Metrics

report, the action will attribute to the manager who created the action.

Go to the

My team's actions

page in the left sidebar.

Find the manager who should have this action, and click

Add action

next to their segment.

Name the action.

(Optional) Add a description.

(Optional) Add a deadline. When setting a deadline, the manager of the segment will receive an actions reminder on the Monday of the week that the deadline is due.

Select question set and driver to associate the action to. This step is already complete if you created the action directly on a driver.

When setting the sharing settings, consider:

Sharing Setting	Description
Shared with all	Team members will be able to see this action on their personal dashboard or your shared dashboard, if the manager links the action to a focus area.
Not shared on personal and shared dashboards	Only managers for this context will be able to view this action.

(Optional) Add a checklist.

After creating the action, the segment's manager can:

Mark it as done.

Edit, delete, or archive it.